Update CRM deal stages when project tasks complete

When a milestone task is completed in Projetly, automatically update the deal stage in Salesforce to keep sales reps informed.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Projetly Explore Projetly →

Triggers

New task created

Fires when a new task, job or item is created in Projetly.

Task completed

Fires when a task in Projetly is marked complete.

Due date approaching

Fires when a task's due date in Projetly is coming up.

Status changed

Fires when a task, job or project changes status in Projetly.

Actions

Create task

Creates a new task, job or item in Projetly.

Update task

Updates a task's status or assignee in Projetly.

Add comment

Posts a comment on a task in Projetly.

Assign task

Assigns a task in Projetly to a team member.

Salesforce Explore Salesforce →

Triggers

New contact or lead

Fires when a new contact or lead is added to Salesforce.

Contact updated

Fires when a field on a contact changes in Salesforce.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Salesforce.

Deal won

Fires when a deal is marked won in Salesforce.

Actions

Create or update contact

Creates or updates a contact in Salesforce.

Create deal

Creates a new deal in Salesforce.

Update record stage

Moves a deal or record to a new stage in Salesforce.

Log activity

Logs a call, email, or note against a record in Salesforce.

Generate project tasks when deals are won When a deal is won in Salesforce, automatically create a project task in Projetly to kick off client onboarding. See details

Log activity in CRM when task comments are added When a comment is added to a client task in Projetly, automatically log the activity in Salesforce on the customer record. See details

See all Projetly + Salesforce integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Update CRM deal stages when project tasks complete” between Projetly and Salesforce?

Yes — describe it in the box above and Knit's Integrations Agent researches Projetly and Salesforce's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Projetly and Salesforce help sales and delivery teams?

It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.

Can deal changes in Salesforce automatically spin up project tasks?

Yes, when a deal is won or changes stages in Salesforce, you can instantly create initial project tasks in Projetly.